All Inflation articles – Page 8
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News
Akademiker CIO rejects tilting portfolio to equities, despite inflation
Danish pension fund reports 5.69% return for H1 2021
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News
AP4 chief warns of markets ‘tug of war’ between growth/inflation views
First of Sweden’s biggest national pension funds to report posts 10% first half return
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Opinion Pieces
Viewpoint: Time to start rebalancing portfolios
A whiff of ‘stagflation’ – meaning an economic slowdown accompanied by higher inflation – could soon be wafting into financial market
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News
Pensions Congress: Execs rethink strategic paradigm to face new challenges
Asset managers will have to ‘diversify portfolios in a robust way’ and will have to shift the focus on how to manage new ‘risky assets’ to reduce volatility
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News
Pension investors put faith in central bankers to handle inflation
Inarcassa, Danica Pension CIOs tell IPE Summer Pensions Congress they’re confident about monetary policy, but Mondrian warns on debt burden
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News
Pension funds foresee price increase in precious metals – study
Metals such as palladium, copper and nickel are vital for the transition to a sustainable and greener economy
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News
Swiss pension funds can benefit from higher inflation
The economic funding ratio would increase for most Swiss pension funds
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News
UK pension funds seek judicial review of inflation measure reform
BT, Ford and Marks & Spencer pension schemes believe ’far-reaching implications not fully considered’
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News
DACH pension funds prepare for potential inflation hike
SBB expects inflation to rise over the next one to two years but to a limited extent, while interest rates will level off at a slightly higher level than today
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News
Railway company Deutsche Bahn sets €1.1bn aside for pension liabilities
Plus: German actuaries call for lower guarantees (again…); IFA, Union Investment study on inflation-returns link
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News
Dutch pension funds undisturbed by rising inflation
Some pension funds have shown increased interest in inflation-linked bonds to hedge against inflation risk
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News
UK roundup: Pension funds top up wind renewables income fund
Plus bulk annuities, small and bigger
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News
Nordic pension funds keep close eye on inflation trend
The Federal Reserve’s changed inflation goal feeds uncertainty about how and when US policymakers will step in
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News
AP1’s new CEO applauds team’s gutsy mindset
Swedish pensions buffer fund matches AP3’s return and narrowly beats AP4 in 2020 with 9.7% gain
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Special Report
2021 Investment Horizons: The QE endgame
An executive board member at Fonds de réserve pour les retraites (FRR), France’s €25bn pension reserve fund, charts a way to relieve the global debt burden
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Special Report
2021 Investment Horizons: Hazy outlook for hedging
Investors must be cautious when navigating today’s cloudy inflation landscape
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Interviews
Interview: Sorca Kelly-Scholte on the future of RPI
Sorca Kelly-Scholte, JP Morgan Asset Management’s (JPMAM) EMEA head of pension solutions and advisory, discussed with IPE.com editor Venilia Amorim how she thinks pension funds can plan for the road ahead, in light of the uncertainty over the future of RPI and whether or not it gets fully phased out.
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Features
Briefing: Which way will inflation blow?
Investors pondering the future course of inflation are scratching their heads – faced as they are with a powerful array of deflationary factors, opposed by a potent lineup of inflationary factors.
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News
PLSA warns of trust hit from RPI-to-CPIH switch, ‘hopeful’ about decision
Industry group recommends formation of working group, as used for LIBOR-SONIA shift, to determine most equitable transition away from RPI
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News
Frijns, Mensonides: New Dutch pension agreement is not ‘future-proof’
The expected real pension return for the elderly ‘does not look good’